TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$30.7K ﹤0.01%
376
602
$30.1K ﹤0.01%
+214
603
$30K ﹤0.01%
200
604
$29.4K ﹤0.01%
342
605
$29.4K ﹤0.01%
300
606
$29.1K ﹤0.01%
176
607
$29.1K ﹤0.01%
139
-56
608
$28.9K ﹤0.01%
+714
609
$28.9K ﹤0.01%
1,500
610
$28.8K ﹤0.01%
188
611
$28.6K ﹤0.01%
126
612
$28.2K ﹤0.01%
479
+179
613
$28K ﹤0.01%
396
-1,080
614
$27.7K ﹤0.01%
232
615
$27.6K ﹤0.01%
600
616
$27.4K ﹤0.01%
700
+200
617
$27.2K ﹤0.01%
562
618
$27.1K ﹤0.01%
900
619
$26.9K ﹤0.01%
33
620
$26.8K ﹤0.01%
500
621
$26.7K ﹤0.01%
367
622
$26.6K ﹤0.01%
260
-105
623
$26.3K ﹤0.01%
365
+40
624
$25.7K ﹤0.01%
190
625
$25.6K ﹤0.01%
785
23 24
25
26 27